Workflow Setup in Company-Level BPs or Project-Level BPs

This section explains how to set up workflows. Workflow setups can be time-consuming. The system offers other options of copying workflow setups. To use these options, see Copy Workflow Setups From Other Schemas.

  1. Use any of the following methods to set up a workflow:
    • For a company-level business process, go to the Company Workspace tab and switch to Admin mode; in the left Navigator, select Company Workspace, and then select Business Process Setup.
    • For a project- or shell-level business process, go to the shell tab and switch to Admin mode; in the left Navigator, select Setup, and then select Business Process.
    • To set up a workflow within a template at the project/shell-level, go to the Company Workspace tab and switch to Admin mode; in the left Navigator, select Templates, select Shells, select Projects, and open the [shell instance]; in the left Navigator, select Setup, select Business Process; in the right pane, select the applicable business process.
  2. In the left Navigator, select Workflow Setup and in the right pane, double-click on the name of the workflow you want to set up.
  3. In the Workflow Setup window of the selected workflow, select the General tab:
    1. In the Setup Name field, enter a workflow business process setup name.
    2. In the Description field, enter an optional description of the workflow setup.
    3. In the Status field, Select Active or Inactive.
    4. In the Error Check field, indicate whether the workflow is to be checked for errors when the workflow setup is complete.
    5. In the Default format of record information attached to email notification field, select PDF or Custom. If you select Custom, click Add to choose the custom print format.
  4. In the Workflow Setup window of the selected workflow, select the Settings tab to configure the workflow details. For more information, Define the Business Process Workflow.

    You can filter assignees (Assignees block) and use some specific conditions on filtering the users.

    To create the conditions, you must choose among the list of the user attributes that are available. After you select an assignee, from the Assignee drop-down list, for the selected workflow step, click Define (next to the Additional conditions to filter assignees option) to define the additional conditions in the pop-up window. When finished, click Add and then click the drop-down field and select:

    • User Attributes from the company (Company Workspace): Represented with a prefix "Company/"
    • User Attributes defined at project/shell level: Represented with a prefix "Shell/"

    The same conditions apply to Allow Cc field.

    If the BP design supports inclusion of additional task assignees or CC users, the Settings tab includes two additional options, Add additional assignees from upper form and line item tabs and Copy additional users from upper form and line item tabs, that you can enable if applicable. (The Add additional assignees from upper form and line item tabs option is not available for Creation and End steps. The Copy additional users from upper form and line item tabs option is not available for the Creation step.)

    Note: When a record is routed to the next step in the workflow, the assignee list is always pulled from the subsequent step. For example, if the record gets routed from a Review step to an Update step and the additional task assignees and copied users are to appear for the Update step, the design for the Update step and the option for the Update step in the workflow setup must both be enabled.

  5. In the Integration tab, Workflow Business Processes field, select the workflow recipe for an action in a workflow step.

    Note: The Integration tab displays only if an Oracle Integration connection has been set up and enabled for your organization.

  6. When the setup is complete, return to the General tab and click Error Check.

    Any errors identified by the error check display in the Error window. The setup is not activated until all errors are resolved.

    If there are no errors, click OK in the Setup window. You will be prompted to activate the BP.

  7. Select any of the following options:
    • Click Yes to activate the business process (BP) and make it available to users.
    • Click No to keep the business process (BP) inactive until a later date.

Related Topics

Define the Business Process Workflow


Last Published Tuesday, April 8, 2025